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Twitter’s Endgame

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Manage episode 326308551 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We planned to do another episode this week, but on a different tech stock. We did indeed record that episode, but at the same time, with all the developments around Twitter - the board's adoption of a poison pill, Elon Musk's discussion of his bid during a Ted talk, and Jack Dorsey's subtweets of the board, among other things - we decided to discuss the situation.

Akram's Razor posted a case for why Twitter's Endgame is at hand. Daniel had questions. And with this being a fast-moving situation, we are sharing it quickly. The second half of the discussion, on a different tech company, will come out later this week.

Topics Covered
  • 3:00 minute mark – How the surrounding situation has changed and the case for the Elon Musk offer
  • 15:30 – Why the current price of offer is ok and avoiding anchoring
  • 28:00 – The private company angle and Twitter’s needed transformation
  • 40:30 – Jack’s presence in all of this

  continue reading

100 episodes

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Twitter’s Endgame

The Razor’s Edge

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Manage episode 326308551 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We planned to do another episode this week, but on a different tech stock. We did indeed record that episode, but at the same time, with all the developments around Twitter - the board's adoption of a poison pill, Elon Musk's discussion of his bid during a Ted talk, and Jack Dorsey's subtweets of the board, among other things - we decided to discuss the situation.

Akram's Razor posted a case for why Twitter's Endgame is at hand. Daniel had questions. And with this being a fast-moving situation, we are sharing it quickly. The second half of the discussion, on a different tech company, will come out later this week.

Topics Covered
  • 3:00 minute mark – How the surrounding situation has changed and the case for the Elon Musk offer
  • 15:30 – Why the current price of offer is ok and avoiding anchoring
  • 28:00 – The private company angle and Twitter’s needed transformation
  • 40:30 – Jack’s presence in all of this

  continue reading

100 episodes

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